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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,323 | $86,298-49.8% | $111,308-61.1% | $85,847-49.5% |
| Participation rate | 98.1% | 73.3%+24.8pp | 77.3%+20.8pp | 69.3%+28.8pp |
| Annual return | 5.93% | 19.99%-14.1pp | 54.67%-48.7pp | 318.61%-312.7pp |
| Employer contribution / active EE | $5,556 | $2,044+171.8% | $2,732+103.4% | $2,565+116.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,022 | $8,189-63.1% | $7,965-62.1% | $6,261-51.7% |